I have experience in planning for entire families — from grandparents to grandchildren. Whether the goal is your retirement, your children's education or your parents' health care, I can help you balance your planning and manage your priorities for the benefit of your family and future generations. I'm particularly adept at nuances relevant to multi-generational affluent families including:
- Estate planning
- Gifting strategies
I can also help you develop discreet and effective approaches for communicating with your parents about financial issues…up to and including their health care needs.